RXO Inc. (RXO)vsSaia Inc (SAIA)
RXO
RXO Inc.
$19.49
-0.10%
INDUSTRIALS · Cap: $3.22B
SAIA
Saia Inc
$351.05
+1.46%
INDUSTRIALS · Cap: $9.52B
Smart Verdict
WallStSmart Research — data-driven comparison
RXO Inc. generates 79% more annual revenue ($6.09B vs $3.39B). SAIA leads profitability with a 8.2% profit margin vs -1.7%. SAIA appears more attractively valued with a PEG of 1.49. SAIA earns a higher WallStSmart Score of 62/100 (C+).
RXO
Hold44
out of 100
Grade: D
SAIA
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.1%
Fair Value
$12.27
Current Price
$19.49
$7.22 premium
Intrinsic value data unavailable for SAIA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 25.0% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
17.1% revenue growth
Earnings expanding 31.5% YoY
Areas to Watch
Operating margin of 0.7%
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Earnings declined 93.2%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : RXO
The strongest argument for RXO centers on Price/Book, Revenue Growth. Revenue growth of 25.0% demonstrates continued momentum.
Bull Case : SAIA
The strongest argument for SAIA centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 17.1% demonstrates continued momentum. PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bear Case : RXO
The primary concerns for RXO are Operating Margin, PEG Ratio, Return on Equity.
Bear Case : SAIA
The primary concerns for SAIA are P/E Ratio.
Key Dynamics to Monitor
SAIA carries more volatility with a beta of 2.14 — expect wider price swings.
RXO is growing revenue faster at 25.0% — sustainability is the question.
SAIA generates stronger free cash flow (57M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAIA scores higher overall (62/100 vs 44/100) and 17.1% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a leading entity in the transportation and logistics sector, specializing in advanced freight solutions across North America. Leveraging innovative technology and data analytics, RXO significantly improves supply chain efficiency and cost-effectiveness for a diverse clientele. The company's unwavering focus on sustainability and continuous innovation enhances its operational prowess and competitive stature in a dynamic logistics landscape. With a robust network and strategic alliances, RXO is strategically positioned to meet the evolving needs of the industry, representing a promising opportunity for institutional investors looking for growth in logistics.
Saia Inc
INDUSTRIALS · TRUCKING · USA
Saia, Inc., is a transportation company in North America. The company is headquartered in Johns Creek, Georgia.
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